Vanguard S&p 500 Etf idx shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 5.3k | 612.36 |
| 2025-06-30 | $2.4M | 4.1k | 568.02 |
| 2025-03-31 | $1.8M | 3.5k | 513.84 |
| 2024-12-31 | $1.9M | 3.4k | 544.41 |
| 2024-09-30 | $313k | 582 | 537.49 |
| 2024-06-30 | $1.9M | 3.8k | 500.16 |
| 2024-03-31 | $1.7M | 3.6k | 480.73 |
| 2023-12-31 | $1.6M | 3.6k | 436.84 |
| 2023-09-30 | $1.6M | 4.0k | 407.31 |
| 2023-06-30 | $1.6M | 3.9k | 407.26 |
| 2023-03-31 | $1.7M | 4.5k | 376.06 |
| 2022-12-31 | $1.7M | 4.7k | 351.36 |
| 2022-09-30 | $1.4M | 4.4k | 328.35 |
| 2022-06-30 | $1.5M | 4.3k | 350.50 |
| 2022-03-31 | $2.0M | 4.7k | 415.09 |
| 2021-12-31 | $1.7M | 3.8k | 436.61 |
| 2021-09-30 | $1.4M | 3.7k | 394.30 |
| 2021-06-30 | $1.3M | 3.3k | 393.50 |
| 2021-03-31 | $679k | 1.9k | 364.08 |
| 2020-12-31 | $657k | 1.9k | 343.44 |
| 2020-09-30 | $656k | 2.1k | 307.69 |
| 2020-06-30 | $791k | 2.8k | 283.41 |
| 2020-03-31 | $428k | 1.8k | 236.99 |
| 2019-12-31 | $678k | 2.3k | 288.41 |
| 2019-09-30 | $684k | 2.5k | 269.23 |
| 2019-06-30 | $1.3M | 2.6k | 500.00 |
| 2019-03-31 | $576k | 1.2k | 500.00 |
More positions owned by Coastal Investment Advisors
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